Robert Pike is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bristol, CT. He joined Thrivent in 2026 and has prior experience in education and retail, including roles at Liberty University, Tunxis Community College, and The Home Depot. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning with written recommendations across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicole Bailey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked extensively in investment-related roles with PFS Investments Inc. since 2012 alongside her tenure at Primerica Financial Services beginning in 2006. Outside of advising, she is a partner in a small business, 20 Chestnut, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and approximately $15.5 billion in assets under management. The firm delivers model-driven investment strategies and provides custody and trade execution through third-party providers.

Conner Morgan is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at American Income Life and Renewal By Andersen as well as a period in full-time education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Joan (Joni) L. Suski, CFP®, CDFA®, CRPC™, CPFA®, serves as a Wealth Management Advisor, First Vice President, and Portfolio Manager at Merrill Lynch Wealth Management. She manages personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment products. Joni focuses on providing investment and retirement plan evaluation, design, implementation, and review for individuals, families, businesses, and other entities. Before joining Merrill in 2004, Joni accumulated 15 years of experience as a Certified Public Accountant and 11 years concurrently as a Certified Management Accountant. She holds several professional designations including Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joni earned a Bachelor of Science in Business Administration with a concentration in Accounting and minors in Mathematics and Psychology from the University of Hartford. Joni is a member of professional organizations such as the Certified Financial Planner Board, National Association of Plan Advisors (NAPA), Connecticut Society of CPAs, the American Institute of Certified Public Accountants, and the Hartford Golf Club. She actively participates in community service through involvement in various charities. Joni resides in Avon, Connecticut with her husband and their three children and has interests that include baseball, soccer, and spending time with her family.

Colleen Duffy is a financial advisor at Edward Jones in Collinsville, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she worked in various roles at organizations including the Broad Institute and Tufts Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Miya Spinella is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Spinella held various roles across multiple companies including JPMorgan Chase and CVS Pharmacy. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios, including model portfolios for intermediary platforms.

Eric Krause is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, and The Hartford. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, the IRS-qualified Charitable Gift Fund, and registered investment companies. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and holds distinctive roles including CFTC registration and advisory responsibilities to multiple registered investment companies.

Nigel De'ath is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Christopher Benjamin is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He owns Christopher Benjamin Financial Group, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning and investment services, utilizing proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

Barbara Comer is a CFP® with 44 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Comer & Greak Financial Consultants. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.

Curt Christensen is a CFP® with 39 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors, Citigroup Global Markets, and Merrill. In addition to his advisory role, Christensen operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies with various program structures.

Luke Violette is a CFP®-designated financial advisor with 14 years of industry experience, currently with RBC Capital Markets in Farmington, CT. His prior experience includes roles at City National Bank, GYL Financial Synergies, LLC, and Wells Fargo Advisors. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that combine in-house and third-party managers.

Robert Caiaze is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and City National Bank. Outside of his advisory role, he serves on multiple nonprofit boards and committees, including Ronald McDonald House Charities of Connecticut and Western Massachusetts, where he chairs the investment committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers tailored advisory programs and portfolio management services, utilizing both in-house and third-party investment managers.

Christopher Rizzio is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at the University of Hartford. Outside of advising, he works as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party models across various custody platforms.

Anthony De Grandi is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is based in Farmington, Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 44 years of industry experience to his role. He specializes in areas such as college education planning, employee financial health, and retirement income, developing personalized financial strategies to help clients pursue their long-term goals. Peter holds a Bachelor's Degree from the University of California, San Diego (UCSD) and a Master's Degree from Trinity College. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Peter enjoys spending time with his family and friends, reading and writing history, playing tennis and golf, and traveling with his wife.

Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Pringle is a financial advisor with LPL Financial in Avon, CT, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation for seven years. Pringle serves as co-trustee in a fiduciary capacity managing a client account on a non-discretionary basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Ferris is a financial advisor with LPL Financial in Bristol, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and at Oracle Corporation for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.